Author: Christine Dawson

Passives to be ‘significantly underrepresented’ in SDR labels

Morningstar analysis shows high number are not within the scope of FCA labelling regime

January 11, 2024

Search PA Adviser

About Us
Cookie Policy
Privacy Policy
Terms and conditions
Acceptable Use Policy
Contact

LinkedIn
X

Published by MA Financial Media Ltd (part of Mark Allen),
St Jude’s Church, London SE24 0PB . Copyright (c) 2024.

PA Adviser is written for UK financial advice businesses – especially those that outsource all or part of their investment decision-making to model portfolio services, funds of funds and other multi-asset solutions.

Author: Christine Dawson

Passives to be ‘significantly underrepresented’ in SDR labels